Converting Estimates to Budget / Contracts

• A new Estimate screen (tab-link) added to create Estimates and quickly convert them to Budget / Contracts.

Budget / Contacts

• New feature to load templates (described in detail below).
• Platform update now ensures budget lines with decimal values will display when creating an invoice from a Budget / Contact.
• Update to actions on ‘select’ to call another action set from the summary section to update summary values on first click rather than several clicks of ‘select’.

Budget / Contact Templates

• A new feature added to the Budget / Contracts screen to select from a list of pre-defined templates or frequently used group of Budget / Contract lines. The new screen is ‘ProService_BudgetTemplates’.

Activities

• Updates to ensure contact name and phone are populated if that data exists.
• Modified and added on-screen load actions to accommodate for new Activities created from the Customer List screen. Prior to this update, the New Activity button was not calling the proper screen.

Time Tracking

• Update when clicking ‘select’ the Time Tracking record will display if the screen was accessed via the Dashboard.
• Update to basic math actions on all Saves to ensure small amounts of Time will flow through the action results as intended and not round.

Invoices

• The Invoice screen updated to reflect recent changes to the new standard Invoice screen from Method. Some of the changes include; a fresh cosmetic look and email notifications feature. This does not accommodate the new shared lists feature yet.

Customer List

• Update to the ‘New Activity...’ button under the Activities section to call the Pro Services version of the Activity screen.

Received Payments

• The Receive Payments tab-link was removed from the App to be consistent with the new CRM approach. This tab-link was referencing the original Method screen that still appears under the ‘QuickBooks’ tab groups.